Michael Bready, financial advisor Bethesda GA
98 score

Michael Bready

Advanced Asset Solutions, LLC

CRD Number: 5406351
Current Firm: Ifs Advisory, LLC
Compensation Model: Both

Michael Bready (CRD# 5406351) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Asset Solutions, LLC Bethesda, MD Sep 2015 - Current 1
Eagle Strategies LLC Bethesda, MD Jan 2015 - Current 1
Nylife Securities LLC Bethesda, MD May 2011 - Current 5
New York Life Insurance Company Bethesda, MD Apr 2011 - Current 5
Massmutual Fairfax, VA Jan 2011 - Apr 2011 < 1
U.s.census Bureau Laurel, MD Apr 2010 - Oct 2010 < 1
Metlife Securities Inc. Greenbelt, MD Feb 2009 - Oct 2009 < 1
Lighthouse Financial Advisors New Market, MD Aug 2007 - Sep 2008 1
Sailsbury-student Sailsbury, MD Sep 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Michael F. Bready
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $180,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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